HALO Technologies

Investment ManagementNew South Wales, Australia11-50 Employees

HALO Technologies is the advisor platform for modern digital wealth management.

We give advisors a single, scalable system that integrates operations, research, trading and digital advice—built for compliance, performance and growth.

Global research: 40,000 companies across 31 exchanges

Market access: Global equities and managed funds via leading custodians

Fractional trading: 15,000+ securities across the US, China and major European exchanges

Productivity tools: Bulk offers, digital client approvals, advisor reporting dashboards, streamlined client onboarding and more

Model Portfolios: 29 model portfolios providing exposure to major global themes and trends including Artificial Intelligence, Defense & Aerospace, Tech Stars, Founder Led and more. 

By combining technology, market access and revenue enablement, HALO delivers the foundation for efficient advice at scale—so firms can spend less time on process and more time on clients.

Who we serve: Financial advisers, wealth managers, private banks and advice-led brokers.
What you get: One platform. Better productivity. Better client experience.

Sign up for free to view info

Email Format Employee directory